Latest Institutional Purchases of Ishares Tr Global Utils ETF (JXI)
This list provides information on the latest institutional transactions involving Ishares Tr Global Utils ETF (JXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.1KNew |
$2.43M - $2.79M
|
43.1K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.3K+ 164.05% |
$2.04M - $2.35M
|
58.4K
$4.13M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.8KNew |
$1.28M - $1.48M
|
22.8K
$1.61M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 110.32% |
$305K - $351K
|
10.3K
$730K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65KNew |
$262K - $301K
|
4.65K
$329K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 14.88% |
$259K - $298K
|
35.4K
$2.51M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.34K+ 77.19% |
$244K - $281K
|
9.96K
$705K
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$225K - $259K
|
4K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 7.54% |
$73.2K - $84.2K
|
18.5K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 10.82% |
$64.4K - $74.1K
|
11.7K
$829K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
602+ 12.04% |
$33.9K - $39K
|
5.6K
$397K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
583New |
$32.8K - $37.8K
|
583
$41.3K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455+ 2.49% |
$25.6K - $29.5K
|
18.7K
$1.32M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
376+ 6.09% |
$21.2K - $24.4K
|
6.55K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
319New |
$18K - $20.7K
|
319
$22.6K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
125+ 1.21% |
$7.04K - $8.1K
|
10.4K
$739K
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.14K - $2.46K
|
6.17K
$437K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.07% |
$394 - $454
|
662
$46.9K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.63% |
$282 - $324
|
311
$22K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$225 - $259
|
1.45K
$103K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$921K - $1.01M
|
16.9K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94KNew |
$268K - $294K
|
4.94K
$349K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
106+ 0.45% |
$5.76K - $6.32K
|
23.9K
$1.69M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$4.62K - $5.07K
|
85
$6.02K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
698New |
$37.6K - $43.1K
|
698
$49.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174New |
$9.37K - $10.7K
|
174
$12.3K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$484 - $555
|
9
$637
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84KNew |
$226K - $242K
|
3.84K
$272K
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.88KNew |
$110K - $118K
|
1.88K
$133K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
69New |
$4.06K - $4.34K
|
69
$4.89K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$353 - $378
|
6.52K
$462K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.51K+ 119.61% |
$255K - $279K
|
8.28K
$586K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
307New |
$17.3K - $19K
|
307
$21.7K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$2.08M - $2.5M
|
40.2K
$2.85M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$582K - $699K
|
11.3K
$798K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.32K+ 41.41% |
$171K - $206K
|
11.3K
$802K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567New |
$29.3K - $35.2K
|
567
$40.1K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270New |
$13.9K - $16.8K
|
270
$19.1K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.55K - $1.86K
|
30
$2.12K
|
|
Q3 2022 | |||||||
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.33KNew |
$346K - $416K
|
6.33K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
526+ 2.64% |
$28.8K - $34.6K
|
20.4K
$1.45M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
380New |
$20.8K - $25K
|
380
$26.9K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 47.95% |
$1.92K - $2.3K
|
108
$7.65K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
120KNew |
$6.8M - $8.07M
|
120K
$8.47M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$214K - $254K
|
3.77K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.5KNew |
$85K - $101K
|
1.5K
$106K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
150New |
$8.53K - $10.1K
|
150
$10.6K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
32+ 8.96% |
$1.82K - $2.16K
|
389
$27.5K
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
13+ 0.39% |
$739 - $877
|
3.37K
$238K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 2.0% |
$56.9 - $67.5
|
51
$3.61K
|